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Jeremy Michael Lopez
Analyst-Equity en Sterling Capital Management LLC .
Perfil
Mr. Jeremy M.
Lopez, CFA MBA, is an Executive Director & Portfolio Manager at Sterling Capital Management LLC.
He joined the firm in 2016 and has investment experience since 1997.
Prior to joining Sterling, he worked as an Equity Research Analyst at Herndon Capital Management and Wells Capital Management.
Additionally, he was a Senior Equity Research Associate at William & Blair Company.
Mr. Lopez received his B.A.
in Economics from Wheaton College and his M.B.A.
from the University of Chicago's Booth School of Business.
Cargos activos de Jeremy Michael Lopez
Empresas | Cargo | Inicio |
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Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analyst-Equity | 01/07/2016 |
Antiguos cargos conocidos de Jeremy Michael Lopez.
Empresas | Cargo | Fin |
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Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Analyst-Equity | 01/01/2015 |
Herndon Capital Management LLC
![]() Herndon Capital Management LLC Investment ManagersFinance Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group. | Analyst-Equity | - |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Equity | - |
Formación de Jeremy Michael Lopez.
Wheaton College (Illinois) | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Herndon Capital Management LLC
![]() Herndon Capital Management LLC Investment ManagersFinance Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group. | Finance |
Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
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